Mayar Fund 2018 Performance in Top 1% of Morningstar Category

The Mayar Fund (Bloomberg: MAYARFD KY), which is the flagship product of Mayar Capital Management Ltd, has been ranked in the top 1% of its Global Large-Cap Value Equity Morningstar category.

According to Morningstar data, the Mayar Fund returned 5.62% in 2018, outperforming the MSCI World benchmark by 10.9% and the median of the peer group by 14.3% (GBP terms, net of fees and expenses).

Mayar Capital’s Managing Director, Abdulaziz A. Alnaim, commented, “While we do not manage the portfolio to outperform in discrete calendar years, it is pleasing to have preserved capital during a challenging year for markets. It reinforces our belief in a disciplined process, focusing on the long-term will enable us to generate returns for our clients over the market cycle.”

© 2019 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results

This communication has been prepared by Mayar Capital Advisors Limited which is an Appointed Representative of Privium Fund Management (UK) Limited (“Privium”). Privium is authorised and regulated by the Financial Conduct Authority ("FCA") in the United Kingdom. The investment services of Mayar are only available to professional clients and eligible counterparties for the purposes of the FCA’s rules. They are not available to retail clients. Past performance is not a guide to future performance and any capital invested is at risk.

For more information about Mayar Capital visit www.mayarcapital.com

Mayar Fund Awarded Lipper Leader Status

Mayar Fund a Lipper Leader in Total Return, Consistent Return and Preservation

Mayar Capital Management Ltd is pleased to announce that its flagship product, Mayar Fund (Bloomberg: MAYARFD KY), has been classified as a Lipper Leader over 3 and 5 years and since inception in the categories of Total Return, Consistent Return and Preservation.

Mayar Capital’s Managing Director, Abdulaziz A. Alnaim, commented, “the Mayar team and I are very excited to be classified as a Lipper Leader. It further confirms our belief in Mayar Capital’s Partnership Principles which are key to our value investing strategy, inspire our investment process, and focus on the long-term.” He further added, “Although markets have endured a tough few months, market declines since October have brought valuations down to levels that we have not seen in many years. While I am not trying to call a bottom here, I also believe that one should invest when opportunities look very attractive and we have been doing just that”.

Mayar Fund’s (Bloomberg: MAYARFD KY) principal investment objective is to achieve long-term growth of capital by investing in equities and other securities to generate satisfactory risk-adjusted returns over the long term.

Lipper Leaders fund ratings do not constitute and are not intended to constitute investment advice or an offer to sell or the solicitation of an offer to buy any security of any entity in any jurisdiction. As a result, you should not make an investment decision on the basis of this information. Rather, you should use the Lipper ratings for informational purposes only. Certain information provided by Lipper may relate to securities that may not be offered, sold or delivered within the United States (or any State thereof) or to, or for the account or benefit of, United States persons.

Lipper is not responsible for the accuracy, reliability or completeness of the information that you obtain from Lipper. In addition, Lipper will not be liable for any loss or damage resulting from information obtained from Lipper or any of its affiliates.

This communication has been prepared by Mayar Capital Advisors Limited which is an Appointed Representative of Privium Fund Management (UK) Limited (“Privium”). Privium is authorised and regulated by the Financial Conduct Authority ("FCA") in the United Kingdom. The investment services of Mayar are only available to professional clients and eligible counterparties for the purposes of the FCA’s rules. They are not available to retail clients. Past performance is not a guide to future performance and any capital invested is at risk.

Aubrey Brocklebank Made Director at Mayar Capital

Mayar_APM_2018_low_res-95_(1).jpg

Aubrey Brocklebank, who joined Mayar Capital from Odey Asset Management in 2015, has been appointed to Mayar Capital’s board of directors.

Since joining, Brocklebank has been Senior Research Analyst for the firm’s flagship Mayar Fund, which was recently rated 5 stars by Morningstar, topping its Global Large-Cap Value Equity category for 5-year performance to 31 October 2018.

According to Morningstar data (in GBP), the Fund has returned 88.5% net of fees to investors over the past five years, compared with a category average of 52.0% and benchmark return of 59.9%.

The appointment of Brocklebank to the Board comes in response to increased interest from institutional investors. Mayar recently announced the appointment of Marc Cox as Head of Investor Relations to lead Mayar’s asset raising effort in the institutional space.

Mayar Capital’s Managing Director, Abdulaziz A. Alnaim, commented “We are enjoying significant momentum at Mayar, driven by our consistent performance. Aubrey’s promotion reflects the contribution he has made to this success and the importance that we as a firm place on detailed research on our investments. We are now of a scale to be of interest to institutional funds, and we are beginning to market to them in earnest. 2019 will be an exciting year for us.”

Mayar Fund’s (Bloomberg: MAYARFD KY) principal investment objective is to achieve long-term growth of capital by investing in equities and other securities to generate satisfactory risk-adjusted returns over the long term.

MORNINGSTAR RATING FOR FUNDS

This is a proprietary Morningstar data point.

Morningstar rates mutual funds and ETFs from 1 to 5 stars based on how well they've performed (after adjusting for risk and accounting for sales charges) in comparison to similar funds and ETFs.

Within each Morningstar Category, the top 10% of funds and ETFs receive 5 stars and the bottom 10% receive 1 star. Funds and ETFs are rated for up to three time periods-three-, five-, and 10-years and these ratings are combined to produce an overall rating. Funds and ETFs with less than three years of history are not rated.

Ratings are objective, based entirely on a mathematical evaluation of past performance. They're a useful tool for identifying funds and ETFs worthy of further research but shouldn't be considered buy or sell signals.

For more information visit: http://www.morningstar.com/InvGlossary/morningstar_rating_for_funds.aspx

Morningstar Rating as of 31/10/2018

© 2018 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results

ABOUT MAYAR CAPITAL

Mayar Capital aims to generate excess returns over the long term by applying a disciplined value investing strategy across global securities markets. Mayar Capital, its subsidiaries and affiliates, provide investment advisory and asset management services to institutions, family offices, and high net-worth individuals globally.

This communication has been prepared by Mayar Capital Advisors Limited which is an Appointed Representative of Privium Fund Management (UK) Limited (“Privium”). Privium is authorised and regulated by the Financial Conduct Authority ("FCA") in the United Kingdom. The investment services of Mayar are only available to professional clients and eligible counterparties for the purposes of the FCA’s rules. They are not available to retail clients. Past performance is not a guide to future performance and any capital invested is at risk.

For more information about Mayar Capital visit www.mayarcapital.com

Visit Mayar Fund’s profile on Morningstar at: http://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F00000Z17Q

View source version on businesswire.com: http://www.businesswire.com/news/home/20171129005774/en/

Contacts

Mayar Capital
Marc Cox
marc.cox@mayarcapital.com

https://www.businesswire.com/news/home/20181203005330/en/Aubrey-Brocklebank-Director-Mayar-Capital

Mayar Capital hosts 2018 Annual Partners Meeting in London

LONDON, UNITED KINGDOM
August 31, 2018

Mayar Capital’s Abdulaziz Alnaim, and Greenmantle Economist Dimitris Valatasas, took to the stage today at Mayar Capital’s Annual Partners Meeting. The talks included their views of the global economy from both a geopolitical and economic lens, the impact of tariffs on global trade, and where they sees potential opportunities.

The morning discussions also included the impact of reduced global liquidity, the growth of passive investing, and how management teams with a very long term horizon can create substantial value for patient investors.

The Mayar Capital team presented the strategy's performance over the fiscal year and answered questions from investors. The event was attended by investors, partners, colleagues, and investment professionals.

Mayar Fund Receives 5-Star Rating from Morningstar

FOR IMMEDIATE RELEASE

Tuesday, November 27, 2017

Morningstar Overall Rating As of 31/10/2017

Morningstar Overall Rating As of 31/10/2017

LONDON, UNITED KINGDOM. Mayar Capital Management Ltd is pleased to announce that its flagship product, Mayar Fund (Bloomberg: MAYARFD KY), has received Morningstar’s highest rating, 5-stars, for the overall period of returns as of October 31, 2017. The rating is based on risk-adjusted returns.

Mayar Capital’s Managing Partner, Abdulaziz A. Alnaim, commented, “the Mayar team and I are very excited to receive a five-star rating from Morningstar. It further confirms our belief that long-term success comes from sticking to our value investing strategy, our checklist-driven investment process, and Mayar Capital’s Partnership Principles.” He further added, “I continue to believe that even in a world that seems to be ruled by short-termism, patience, discipline, and the long view will continue to payoff for us and our partners.”

Mayar Fund’s (Bloomberg: MAYARFD KY) principal investment objective is to achieve long-term growth of capital by investing in equities and other securities to generate satisfactory risk-adjusted returns over the long term.

 

MORNINGSTAR RATING FOR FUNDS

This is a proprietary Morningstar data point.

Morningstar rates mutual funds and ETFs from 1 to 5 stars based on how well they've performed (after adjusting for risk and accounting for sales charges) in comparison to similar funds and ETFs.

Within each Morningstar Category, the top 10% of funds and ETFs receive 5 stars and the bottom 10% receive 1 star. Funds and ETFs are rated for up to three time periods-three-, five-, and 10-years and these ratings are combined to produce an overall rating. Funds and ETFs with less than three years of history are not rated.

Ratings are objective, based entirely on a mathematical evaluation of past performance. They're a useful tool for identifying funds and ETFs worthy of further research, but shouldn't be considered buy or sell signals.

For more information visit: http://www.morningstar.com/InvGlossary/morningstar_rating_for_funds.aspx 

Morningstar Rating as of 31/10/2017

© 2017 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results

ABOUT MAYAR CAPITAL MANAGEMENT

Mayar Capital Management aims to generate excess returns over the long term by applying a disciplined value investing strategy across global securities markets. Mayar Capital Group, its subsidiaries and affiliates, provide investment advisory and asset management services to institutions, family offices, and high net-worth individuals globally.

For more information about Mayar Capital visit www.mayarcapital.com  

Visit Mayar Fund’s profile on Morningstar at: http://www.morningstar.co.uk/uk/funds/snapshot/snapshot.aspx?id=F00000Z17Q